Vickie Crawford, financial advisor Richmond VA

Vickie Crawford

CRD Number: 4254843
Current Firm: Morgan Stanley

Vickie Crawford (CRD# 4254843) is an Investment Advisor Representative working at Morgan Stanley in Richmond, VA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanely Richmond, VA Sep 2020 - Current < 1
Financial Engines Advisors LLC Sunnyvale, CA Nov 2018 - Jul 2020 1
Edelman Financial Services LLC Fairfax, VA Feb 2012 - Nov 2018 6
Ef Legacy Securities, LLC Henrico, VA Apr 2016 - Oct 2018 2
Sanders Morris Harris Inc. Houston, TX Feb 2012 - Apr 2016 4
Wells Fargo Advisors LLC Richmond, VA May 2009 - Feb 2012 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2003
S65 NASAA Investment Advisors Law Examination May 2006
Contact Info for Vickie L. Crawford
Phone Number: 914-225-5510
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    904,301
    MILLIONS
  • Total Number of Accounts
    1,863,328
    ACCOUNTS
  • Average Account Value
    $485,315
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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